Apple Is In For A Sticker Shock In Q3, With LPDDR5X DRAM Costs Surging By $68.8 In A Single Quarter, As Operating Profit Margin For General-Purpose DRAM To Hit 90% Within The Year (opens in new tab)

Apple's per-unit costs for 12GB LPDDR5X modules are expected to have surged by $68.8 between the Q1 and Q2 of 2026.